Empowering Financial Services Firms to Achive Their Goals
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Trusted Financial Consulting Tailored to Your Firm
Trusted Financial Consulting Tailored to Your Firm
We help financial advisors and wealth management firms navigate growth, platforms, and technology integrations with clarity and confidence.
About Us
Sullivan Wealth Strategy Consulting LLC is a specialized boutique consulting firm dedicated to empowering financial services firms to achieve their strategic goals. With nealy 30 years of proven industry expertise, our founder has successfully led large operational teams, streamlined complex processes and procedures, and served as a trusted client executive for multi-billion-dollar wealth management firms.
This deep operational and strategic experience, combined with extensive knowledge of industry-leading advisor and custodial platforms and systems, allows us to partner with financial advisors, RIAs, and Wealth Management Firm as a true strategic ally — driving sustainable growth, operational excellence, and long-term client success.
What We Do
At Sullivan Wealth Strategy Consulting LLC, we provide specialized consulting services designed to help financial services firms thrive in an increasingly complex environment. Our areas of expertise include:
Platform Design & Optimization – Develop and refine operational platforms that scale with your business needs.
Vendor Selection & Management – Identify and implement best-in-class solutions and partners that align with your strategic goals.
Advisor Training & Development – Equip advisors and teams with the knowledge and tools they need to serve clients effectively.
New Product Implementations – Navigate the rollout of new products and services with clear processes and seamless execution.
Operational Efficiency & Process Improvement – Streamline workflows and procedures to reduce friction and boost productivity.
Executing Strategic Growth Objectives – Partner with leadership to translate big-picture goals into actionable, measurable results.
Ready to Get Started?
Get in Touch
(407) 474-8202
brendan@sullivanwealthstrategyconsulting.com
Lake Mary, FL
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